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Friday 22 December 2023
Intel unveils Gaudi 3 but challenge remains for exporting to China
Before the year-end holidays of 2023, Intel held an "AI Everywhere" conference to launch its Meteor Lake and Gen5 Xeon CPU as Intel CEO Pat Gelsinger copied Steve Jobs's "One More...
Wednesday 13 December 2023
Four countries in 7 days: Implication of Nvidia CEO Jensen Huang's Asia trips
Nvidia made headlines again with CEO Jensen Huang's Asia tour to Japan, Malaysia, Singapore, and Vietnam over the past week. Yet it takes a grander perspective to see the strategy...
Wednesday 6 December 2023
AMD to ship up to 400,000 new AI GPUs in 2024, say sources
According to industry sources, AMD's new-generation AI GPU series, the Instinct MI300, will be available soon, with shipments expected to reach 300,000-400,000 units in 2024.
Tuesday 5 December 2023
Nvidia CEO commited to provide more GPUs to Japan after meeting Prime Minister
After a meeting between Nvidia CEO Jensen Huang and Japanese Prime Minister Fumio Kishida, it was stated that Japan hopes Nvidia will supply as many GPUs as possible to Japanese companies...
Friday 1 December 2023
Samsung ramps up 2.5D packaging capacity, eyeing Nvidia AI GPU orders
Samsung Electronics is not only investing actively in the R&D and capacity expansion of high-bandwidth memory (HBM) technology, but also looking to broaden its market reach through...
Wednesday 29 November 2023
Chinese AI chip startups forge ahead amid US export curbs and domestic support
Following the US tightening its controls on exports of high-end AI GPUs to China in October 2023, Chinese companies are turning to homegrown AI chips to build their computational...
Tuesday 28 November 2023
GPU antitrust to challenge Nvidia
Nvidia should have been prepared for antitrust action concerning AI GPUs, according to sources at motherboard manufacturers.
Thursday 23 November 2023
New Nvidia chip for China may be delayed
Possible delivery delays for the HGX H20, an exclusively Chinese-market-designed Nvidia processor. It is improbable that Chinese companies will receive samples of the chip until at...
Wednesday 8 November 2023
Huawei starts to encroach on Nvidia market share in China
As US export control pressure on advanced AI chips mounts, Chinese Large-Language Model (LLM) operators start to turn to domestic options to secure hardware supplies. Huawei, as expected,...
Wednesday 1 November 2023
Naver, Intel team up to replace Nvidia GPUs with CPUs for AI inference
Naver, a well-known South Korean AI company, has reportedly teamed up with Intel to develop solutions that can replace Nvidia's AI accelerators, which are essential components for...
Monday 30 October 2023
TSMC CoWoS capacity crucial to the AI GPU race between AMD and Nvidia
The ban on exports to China has been upgraded, not only expanding the range of AI chip specifications but also not giving Chinese companies time to stock up. It is worth noting that...
Wednesday 25 October 2023
Andrew Ng: GPU procurements need to be converted into revenue
AI expert Andrew Ng visited Taiwan at the end of September for a 4-day trip. Before leaving, he sat down for an interview with DIGITIMES and discussed his views on US tech giants,...
Thursday 19 October 2023
New Chinese firms placed on the Entity List, but US semiconductor players are not happy about it
In a new wave of updated semiconductor regulations, Chinese GPU companies Shanghai Biren Intelligent Technology and Moore Threads Technology are added to the Entity List, which will...
Wednesday 18 October 2023
How Taiwan's server and chip suppliers perceive the new round of AI GPU restrictions
The US has once again escalated its trade restrictions, and the AI chip industry is heavily affected. In addition to blacklisting China's fastest-growing GPU manufacturers, Moore...
Friday 6 October 2023
DIGITIMES Research highlights the market currents of AI servers and bottlenecks within the supply chain
Recent news reports suggest that the generative AI trend may be losing momentum, and Microsoft has initiated a reduction in its orders for Nvidia's H100 AI chips. However, rather...